Glencore Gelecekteki Büyüme
Future kriter kontrolleri 3/6
Glencore kazanç ve gelirin sırasıyla yıllık 22.5% ve 1.1% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 24.7% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 14.7% olacağı tahmin edilmektedir.
Anahtar bilgiler
22.5%
Kazanç büyüme oranı
24.66%
EPS büyüme oranı
| Metals and Mining kazanç büyümesi | 17.2% |
| Gelir büyüme oranı | 1.1% |
| Gelecekteki özkaynak getirisi | 14.75% |
| Analist kapsamı | Good |
| Son güncelleme | 08 May 2026 |
Gelecekteki son büyüme güncellemeleri
Recent updates
Analiz Güncellemesi • Apr 27
GLEN: Fair Outlook Balances Ended Megamerger Talks With Evolving Earnings Expectations
Glencore's analyst price target has been lifted by £0.13. Analysts point to updated assumptions for slightly higher revenue growth, a modestly higher fair value estimate and a somewhat richer future P/E multiple as key drivers of the change.Analiz Güncellemesi • Apr 12
GLEN: Fair Outlook Weighs Ended Megamerger Talks And Mixed Earnings Expectations
The analyst price target for Glencore has been revised higher, with recent moves such as Morgan Stanley’s £0.40 increase and several other target lifts pointing to analysts factoring in slightly stronger revenue growth, modestly higher profit margins and a marginally richer future P/E assumption, despite a higher discount rate. Analyst Commentary Recent research on Glencore shows a mix of optimism and caution, with several target changes and rating adjustments reflecting differing views on how execution, commodity exposure and capital allocation might influence the share price over time.Analiz Güncellemesi • Mar 28
GLEN: Fair Outlook Balances Ended Megamerger Talks And Evolving Earnings Expectations
Glencore's analyst price target has shifted within a relatively tight range, with moves such as JPMorgan trimming its view to £4.60 and Berenberg nudging its target to £6.00. Analysts are reassessing fair value using slightly lower discount rates, modestly different revenue growth assumptions, and small adjustments to expected profit margins and future P/E.Analiz Güncellemesi • Mar 12
GLEN: Fair Outlook Weighs Ended Megamerger Talks And Mixed Earnings Expectations
Glencore's updated analyst price target edges lower to £4.60, reflecting a mix of recent target cuts and raises as analysts factor in slightly higher discount rates, modestly softer revenue growth and profit margin assumptions, and a higher assumed future P/E multiple. Analyst Commentary Recent research on Glencore shows a split in views, with some high profile firms lifting their targets and others turning more cautious.Analiz Güncellemesi • Feb 26
GLEN: Fair Outlook Balances Ended Megamerger Talks With Refined Earnings Assumptions
Analysts have lifted their price target on Glencore to £5.50 per share from £5.25, citing updated assumptions around fair value, revenue growth, discount rate and future P/E that together support a modestly higher valuation. Analyst Commentary Recent Street research on Glencore has been active, with several major banks updating their price targets and ratings in quick succession.Analiz Güncellemesi • Feb 10
GLEN: Fair Outlook Weighs Ended Megamerger Talks Against Evolving Earnings Power
Analysts have lifted their Glencore price targets, citing updated assumptions that show fair value at 5.30, slightly higher discount rates at 9.03%, and modest adjustments to revenue growth, profit margin and future P/E expectations. Analyst Commentary Recent research on Glencore shows active debate around where fair value sits, with several price target changes and at least one downgrade shaping a mixed picture.Analiz Güncellemesi • Jan 27
GLEN: Fair Outlook Sees Megamerger Talks And Smelter Closure Reshape Risk Balance
Analysts have lifted their price targets on Glencore, with recent increases to £4.80 and £4.40 per share supporting a higher fair value estimate and slightly adjusted assumptions for the discount rate, revenue growth, profit margins and future P/E. Analyst Commentary Bullish Takeaways Bullish analysts who set price targets at £4.80 and £4.40 per share are signaling confidence that their fair value assumptions support share levels above recent trading ranges.Analiz Makalesi • Jan 14
Glencore plc's (LON:GLEN) Shares Bounce 25% But Its Business Still Trails The Industry
Despite an already strong run, Glencore plc ( LON:GLEN ) shares have been powering on, with a gain of 25% in the last...Analiz Güncellemesi • Jan 12
GLEN: Fair Outlook Balances Megamerger Talks With Mixed Production And Asset Closures
Narrative update Analysts have lifted their price targets on Glencore to a range of £4.40 to £4.80, supported by refreshed models that reflect adjusted discount rates, updated revenue growth assumptions and a slightly higher future P/E multiple. Analyst Commentary Recent research on Glencore points to a tighter cluster of price targets in the £4.40 to £4.80 range, as bullish analysts refresh their models and refine assumptions on earnings and valuation multiples.Analiz Güncellemesi • Dec 15
GLEN: Higher Share Price Is Expected To Follow Clear Operational Delivery
Our Glencore analyst price target has been raised modestly, reflecting incremental fair value and profit margin upside as analysts highlight a series of upward target revisions, including moves to 400 GBp and 440 GBp, despite only slightly higher discount rate assumptions and tempered revenue growth expectations. Analyst Commentary Recent research updates on Glencore point to a broadly constructive stance on the shares, with multiple upward revisions to sterling based price targets partially offset by a more cautious view on near term execution risk.Analiz Güncellemesi • Nov 30
GLEN: Higher Price Expectations Will Depend On Delivering Key Operational Improvements
The analyst consensus price target for Glencore has increased from 400 GBp to 440 GBp, as analysts cite improved valuation metrics and ongoing strength in the company’s fundamentals. Analyst Commentary Recent analyst reports have highlighted both positive developments and ongoing challenges regarding Glencore's outlook.Analiz Makalesi • Nov 19
Calculating The Fair Value Of Glencore plc (LON:GLEN)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Glencore fair value estimate is UK£3.67 Glencore's UK£3.56...Analiz Güncellemesi • Nov 16
GLEN: Operational Delivery And Project Updates Will Shape Outlook Amid Market Caution
The consensus analyst price target for Glencore has been increased from £3.70 to £4.00, reflecting cautious optimism from analysts based on slightly higher valuations and the expectation of improved operational delivery. Analyst Commentary Recent analyst updates reflect a mix of optimism and caution regarding Glencore's outlook.Analiz Güncellemesi • Nov 02
GLEN: Operational Delivery And Asset Quality Will Shape Near-Term Performance
Glencore's analyst price target has been raised, increasing from £3.93 to £4.00 per share. Analysts cite improved market outlook and expectations for operational delivery, despite a marginal downgrade in projected growth and profit margins.Analiz Güncellemesi • Oct 18
Normalized Copper Production And Argentina Projects Will Shape Future Success
Glencore's analyst price target has been raised, with consensus estimates increasing to 400 GBp from 370 GBp. Analysts cite improved profit margins and the company's strong operational outlook despite recent calls for further delivery. Analyst Commentary Analyst sentiment towards Glencore remains mixed following the company’s recent target price revisions and ratings changes.Analiz Güncellemesi • Oct 04
Normalized Copper Production And Argentina Projects Will Shape Future Success
Glencore's analyst price target has increased to £3.77 from £3.66 per share, as analysts cite improved revenue growth and stronger profit margins as key factors supporting the revised valuation. Analyst Commentary Recent street research highlights a mix of both optimism and caution regarding Glencore's near-term performance and valuation.Analiz Güncellemesi • Sep 19
Normalized Copper Production And Argentina Projects Will Shape Future Success
Glencore’s consensus price target has edged lower to £3.66 as analysts react to near-term free cash flow pressure from coal price weakness and commodity market volatility, though confidence in the company’s diversified assets and long-term positioning has limited the downward revision. Analyst Commentary Analysts cite near-term pressure on Glencore's free cash flow due to weakness in coal prices, leading to more cautious stances.Analiz Güncellemesi • Sep 04
Normalized Copper Production And Argentina Projects Will Shape Future Success
Despite near-term concerns over coal price weakness and commodity volatility, analysts remain divided on Glencore, with operational resilience and medium-term prospects balancing cautious views and leaving the consensus price target unchanged at £3.71. Analyst Commentary Bearish analysts highlight near-term pressure on Glencore's free cash flow resulting from weakness in coal prices.Analiz Makalesi • Jul 07
Investors Continue Waiting On Sidelines For Glencore plc (LON:GLEN)
With a price-to-sales (or "P/S") ratio of 0.2x Glencore plc ( LON:GLEN ) may be sending bullish signals at the moment...Analiz Makalesi • Jun 16
Glencore (LON:GLEN) Is Doing The Right Things To Multiply Its Share Price
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Typically, we'll...
Yeni Analiz • Apr 22
Integration Of EVR And Rising Copper Output Will Drive Success
Integration of coal assets and supply discipline could drive earnings via synergies, cost reductions, and potentially higher pricing, boosting margins and revenues.Kazanç ve Gelir Büyüme Tahminleri
| Tarih | Gelir | Kazançlar | Serbest Nakit Akışı | Faaliyetlerden Nakit | Avg. Analist Sayısı |
|---|---|---|---|---|---|
| 12/31/2028 | 271,381 | 6,309 | 5,931 | 11,699 | 14 |
| 12/31/2027 | 271,140 | 6,103 | 5,446 | 10,932 | 16 |
| 12/31/2026 | 281,008 | 6,217 | 6,707 | 12,206 | 15 |
| 12/31/2025 | 247,535 | 363 | -290 | 5,642 | N/A |
| 9/30/2025 | 239,392 | -846 | -73 | 5,849 | N/A |
| 6/30/2025 | 231,249 | -2,056 | 143 | 6,056 | N/A |
| 3/31/2025 | 231,097 | -1,845 | 2,294 | 8,056 | N/A |
| 12/31/2024 | 230,944 | -1,634 | 4,444 | 10,055 | N/A |
| 9/30/2024 | 229,225 | -1,077 | 4,883 | 10,080 | N/A |
| 6/30/2024 | 227,505 | -521 | 5,322 | 10,104 | N/A |
| 3/31/2024 | 222,667 | 1,880 | 5,937 | 10,570 | N/A |
| 12/31/2023 | 217,829 | 4,280 | 6,552 | 11,036 | N/A |
| 9/30/2023 | 223,397 | 7,042 | 8,054 | 12,486 | N/A |
| 6/30/2023 | 228,964 | 9,803 | 9,555 | 13,936 | N/A |
| 3/31/2023 | 242,474 | 13,562 | 9,519 | 13,798 | N/A |
| 12/31/2022 | 255,984 | 17,320 | 9,482 | 13,659 | N/A |
| 9/30/2022 | 250,183 | 16,551 | 7,315 | 11,377 | N/A |
| 6/30/2022 | 244,381 | 15,782 | 5,147 | 9,095 | N/A |
| 3/31/2022 | 224,066 | 10,378 | 5,195 | 8,978 | N/A |
| 12/31/2021 | 203,751 | 4,974 | 5,242 | 8,860 | N/A |
| 9/30/2021 | 184,467 | 3,474 | 5,005 | 8,596 | N/A |
| 6/30/2021 | 165,182 | 1,974 | 4,767 | 8,331 | N/A |
| 3/31/2021 | 153,760 | 36 | 1,931 | 5,498 | N/A |
| 12/31/2020 | 142,338 | -1,903 | -905 | 2,664 | N/A |
| 9/30/2020 | 160,491 | -2,566 | N/A | N/A | N/A |
| 6/30/2020 | 178,643 | -3,230 | -419 | 3,735 | N/A |
| 3/31/2020 | 196,877 | -1,817 | 1,799 | 6,232 | N/A |
| 12/31/2019 | 215,111 | -404 | 4,017 | 8,729 | N/A |
| 9/30/2019 | 217,255 | 227 | N/A | N/A | N/A |
| 6/30/2019 | 219,399 | 858 | N/A | 11,254 | N/A |
| 3/31/2019 | 219,962 | 2,133 | N/A | 11,407 | N/A |
| 12/31/2018 | 220,524 | 3,408 | N/A | 11,559 | N/A |
| 9/30/2018 | 217,134 | 4,756 | N/A | 8,303 | N/A |
| 6/30/2018 | 213,743 | 6,103 | N/A | 5,047 | N/A |
| 3/31/2018 | 209,610 | 5,940 | N/A | 4,932 | N/A |
| 12/31/2017 | 205,476 | 5,777 | N/A | 4,817 | N/A |
| 9/30/2017 | 194,643 | 3,942 | N/A | 5,527 | N/A |
| 6/30/2017 | 183,810 | 2,107 | N/A | 6,236 | N/A |
| 3/31/2017 | 168,379 | 682 | N/A | 5,535 | N/A |
| 12/31/2016 | 152,948 | -744 | N/A | 4,833 | N/A |
| 9/30/2016 | 147,934 | -2,790 | N/A | 7,023 | N/A |
| 6/30/2016 | 142,919 | -4,836 | N/A | 9,212 | N/A |
| 3/31/2016 | 145,135 | -5,028 | N/A | 11,215 | N/A |
| 12/31/2015 | 147,351 | -5,220 | N/A | 13,218 | N/A |
| 9/30/2015 | 164,109 | -2,708 | N/A | 12,212 | N/A |
| 6/30/2015 | 180,866 | -197 | N/A | 11,205 | N/A |
Analist Gelecek Büyüme Tahminleri
Kazançlar ve Tasarruf Oranları: GLEN 'nin tahmini kazanç büyümesi (yıllık 22.5% ) tasarruf oranının ( 3.4% ) üzerindedir.
Kazançlar ve Piyasa: GLEN şirketinin kazançlarının (yıllık 22.5% ) UK pazarından (yıllık 12.2% ) daha hızlı büyümesi öngörülüyor.
Yüksek Büyüme Kazançları: GLEN şirketinin kazançlarının önümüzdeki 3 yıl içerisinde önemli ölçüde artması bekleniyor.
Gelir ve Pazar: GLEN şirketinin gelirinin (yıllık 1.1% ) UK pazarından (yıllık 4.4% ) daha yavaş büyümesi öngörülüyor.
Yüksek Büyüme Geliri: GLEN şirketinin gelirinin (yıllık 1.1% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.
Hisse Başına Kazanç Büyüme Tahminleri
Gelecekteki Özkaynak Getirisi
Gelecekteki ROE: GLEN 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 14.7 %).
Büyüyen şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/12 18:22 |
| Gün Sonu Hisse Fiyatı | 2026/05/12 00:00 |
| Kazançlar | 2025/12/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
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| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
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| Sahiplik | 10 yıl |
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| Yönetim | 10 yıl |
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| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Glencore plc 33 Bu analistlerden 16, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Wade Napier | Avior Capital Markets |
| David Simon Butler | Barclays |
| Izak Rossouw | Barclays |